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Filtering Statistics Reports

Tom Foley
  • Updated

When you access the Statistics function, you will be presented with a screen similar to the following:

The screen will vary depending on how you accessed the screen and which Report Type is selected:

   

Creating a Report

To create a report, carry out the following:

  1. Enter the filter criteria you want to use in the fields provided.
  2. Click Apply. The screen is refreshed to include the report at the bottom.
    • If needed, enter new filter criteria and click Apply again.
    • You can collapse/expand the filter section by clicking on the Filters link located below the Apply button:

    • If you are happy with the report and want to save it for future reference, click Create Document and choose the format you want to use:

      Available formats include one or both of the following:

      • CSV
      • XLSX

      A confirmation appears, advising you that the report will be sent to your email address:

      Click OK.

    • If you are happy with the filter criteria you used for creating the report, you can save it.
      • If you save the filter, you can also subscribe to it so the report is automatically created at a time of your choosing and sent to your email address.

Information about each report, including details of its filter and the information provided, is available in the Understanding Statistic Reports section.

Saving a Filter

To shave a filter, carry out the following:

  1. With the filter criteria the way you want it for the report, click Filter Actions:

  2. The Save filters in current level: [name] form appears:

    • If you used a Custom Date Range, you will not be able to save the filter and a message will appear when you open the form:

      Consider using one of the pre-defined date ranges, instead:

  3. In the Name field, enter the name you want to use for the saved filter. Make sure it is unique enough for you to identify on a list.
  4. Click Save. The form closes and the Statistics page remains on the screen.

You can check to see that the filter was saved by clicking Filter Actions, and looking for the filter in the Load or Subscribe section of the Save filters in current level: dialog:

 

Click on the X in the upper right corner of the form to close it.

Using a Saved Filter

To use a saved filter, carry out the following:

  1. Make sure your active workspace is the same one you were using when you saved the filter.
  2. Make sure you are in the correct Statistics group - Lists or Sensors - for the saved filter.
  3. On the Statistics page, click Filter Actions:

    The Save filters in current level: form appears:

  4. Locate the filter you want to use and click Load. The criteria from the saved filter populates the filter fields and the filter is automatically applied. The report appears at the bottom of the page.

Modifying a Saved Filter

To modify a saved filter, carry out the following:

  1. Make sure your active workspace is the same one you were using when you saved the filter.
  2. Make sure you are in the correct Statistics group - Lists or Sensors - for the saved filter.
  3. On the Statistics page, click Filter Actions:

    The Save filters in current level: form appears:

  4. Locate the filter you want to modify in the Load or Subscribe section and click Load. The criteria from the saved filter populates the filter fields and the filter is automatically applied. The report appears at the bottom of the page.
  5. Modify the filter criteria as needed:
  6. Click Filter Actions again. The Save filters in current level: form appears.
  7. In the Name field, enter the same name as you used before and click Save. A message appears advising you that the Name already exists! with the option to Overwrite?:

  8. With the Overwrite? box checked, click Save again. The existing saved filter will be updated and the form will close.

Deleting a Saved Filter

To delete a saved filter, carry out the following:

  1. Make sure your active workspace is the same one you were using when you saved the filter.
  2. Make sure you are in the correct Statistics group - Lists or Sensors - for the saved filter.
  3. On the Statistics page, click Filter Actions:

    The Save filters in current level: form appears:

  4. Locate the filter you want to delete in the Load or Subscribe section and click the trashcan icon on its row. The filter is deleted, the form closes, and the Statistics page appears.

Subscribing to a Saved Filter

To subscribe to a saved filter, carry out the following:

  1. Make sure your active workspace is the same one you were using when you saved the filter.
  2. Make sure you are in the correct Statistics group - Lists or Sensors - for the saved filter.
  3. On the Statistics page, click Filter Actions:

    The Save filters in current level: form appears:

  4. Locate the filter you want to add a subscription to and click Add Subscription. The Interval Times form appears:

  5. In the Run Report at field, click on the clock icon and choose a time when you want to run the report.
  6. In the Frequency field, choose when you want to run the report:
    • Daily will run the report at the time you entered every day of the week:

    • Weekly will run the report at the time you entered on the days you check:

    • Monthly will run the report at the time you entered on the day of the month you pick in the next field that appears:

       

      • First will run the report on the first of the month.
      • Middle will run the report on the middle of the month.
      • 1 through 28 will run the report on that day of the month.
      • 29 will run run the report on the 29th day of the month, or the last day in February.
      • 30 will run run the report on the 30th day of the month, or the last day in February.
      • 31 will run on the report last day of the month, regardless of the number of days in the month.
    • Click Save Interval. The subscription is saved for the filter, the form closes, and the Statistics page refreshes using the filter.
    • To verify the subscription exists, click Filter Actions again, locate the filter you subscribed to, and check to see if the subscription information appears below it:

    • Click on the X in the upper right corner to close the form.

You will now receive the report as an attachment at your email address:

  • In XLSX format
  • At the Frequency (days/dates) you selected
  • Shortly after the time you entered in the Run Report at field.

Modifying a Subscription

To modify an existing subscription, carry out the following:

  1. Make sure your active workspace is the same one you were using when you saved the filter.
  2. Make sure you are in the correct Statistics group - Lists or Sensors - for the saved filter.
  3. On the Statistics page, click Filter Actions:

    The Save filters in current level: form appears:

  4. Locate the subscription  your want to modify and click the edit icon next to the interval. The Interval Times form appears:

  5. Modify the fields as needed.
  6. Click Save Interval. The subscription is updated, the form closes, and the Statistics page refreshes using the filter.

Deleting a Subscription

To modify an existing subscription, carry out the following:

  1. Make sure your active workspace is the same one you were using when you saved the filter.
  2. Make sure you are in the correct Statistics group - Lists or Sensors - for the saved filter.
  3. On the Statistics page, click Filter Actions:

    The Save filters in current level: form appears:

  4. Locate the subscription  your want to delete and click the trash can icon next to the subscription. The subscription is deleted, the form closes, and the Statistics page appears unchanged.

Something to consider when saving filters...

When you save a filter, it is only available to you for the statistics group you are working with in your active workspace, for example:

  • If you are working with Statistics > Sensors at a location, any filters you save will only be available to you for sensors at that location.
  • If you are working with Statistics > Lists at a parent group of a location, any filters you save will only be available to you for lists at that group.

If your account is associated with a group and you are thinking you will use this feature a lot to create report filters for each location you work with, you may want to consider having all your saved filters in your home group That will make it easier for you to manage. You will still be able to save filters for reports in specific child groups or locations, you just won't have to change to those groups or locations. For example, if this is your organization structure:

  • GA
    • NEGA
      • Athens
        • Eastside Eatery
        • Westside Eatery
        • Downtown Eatery
      • Ila
        • Stoplight Eatery
      • Danielsville
        • On the Square Eatery

And your home group is NEGA, you will be able to create separate report filters for each location while your active workspace is NEGA.

Of course, you can switch to any location or group and create and save a filter from there.

 

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